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Eileen B

Series 63, Series 65

Port St Lucie, FL

LPL Financial

Eileen Blackburn is a financial advisor with LPL Financial in Port St Lucie, FL, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been with LPL Financial since 2010 and previously worked at M&T Securities, Inc. and Uvest Financial Services Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing various portfolio strategies and technology tools, and manages over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bruce C

ChFC®, Series 63, Series 65

Port St Lucie, FL

LPL Financial

Bruce Cohen is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he spent 13 years at Liberty Partners Financial Services. Outside of his advisory work, Cohen is involved in tax preparation and accounting as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and technology tools to support client strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Heidi C

CFP®, Series 63

Port St Lucie, FL

LPL Financial

Heidi Clute is a Certified Financial Planner (CFP®) with 44 years of industry experience. She is associated with LPL Financial and previously operated Clute Wealth Management, LLC for 25 years. Outside of finance, she owns a stained glass business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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